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Integrate Better Proposals with LeadConnector to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Better Proposals with LeadConnector - no code necessary. See how you can get setup in minutes.

Select a trigger from Better Proposals

A trigger is an event that starts your Zap and runs the workflow. For example, with Better Proposals, a trigger could be "New Proposal."

A trigger is the event that kicks off your automated workflow.

Setup an action from LeadConnector

An action is what takes place after the automation is triggered. For example, with LeadConnector, the action could be "Add/Update Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Better Proposals to LeadConnector

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Better Proposals to LeadConnector with a Zapier template.

Our most popular template

Create or update opportunities in LeadConnector when proposals are signed in Better Proposals
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Better Proposals + LeadConnector
Create proposals in Better Proposals for new LeadConnector proposals
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LeadConnector + Better Proposals
Add new signed proposals in Better Proposals to LeadConnector as campaign leads
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Better Proposals + LeadConnector
Update LeadConnector contacts when new Better Proposals proposals are opened
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Better Proposals + LeadConnector
Create new opportunities in LeadConnector whenever proposals are sent in Better Proposals
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Better Proposals + LeadConnector
Update LeadConnector contacts whenever new proposals are sent in Better Proposals
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Better Proposals + LeadConnector

Create or update opportunities in LeadConnector when proposals are signed in Better Proposals

Better Proposals + LeadConnector

Create proposals in Better Proposals for new LeadConnector proposals

LeadConnector + Better Proposals

Add new signed proposals in Better Proposals to LeadConnector as campaign leads

Better Proposals + LeadConnector

Update LeadConnector contacts when new Better Proposals proposals are opened

Better Proposals + LeadConnector

Create new opportunities in LeadConnector whenever proposals are sent in Better Proposals

Better Proposals + LeadConnector

Update LeadConnector contacts whenever new proposals are sent in Better Proposals

Better Proposals + LeadConnector

Create new LeadConnector opportunities from new Better Proposals proposals
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Better Proposals + LeadConnector
Update LeadConnector contacts when new Better Proposals proposals are paid
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Better Proposals + LeadConnector

Make work flow with AI

Level up your Better Proposals to LeadConnector integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Better Proposals and LeadConnector to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect Better Proposals and LeadConnector to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Proposal
Triggers when a new proposal is created.
Trigger
Scheduled
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Proposal Paid
Triggers when a proposal is paid.
Trigger
Scheduled
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Proposal Signed
Triggers when a proposal is signed.
Trigger
Scheduled
Try It
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Business name
  Required
- User Phone
- Email
  Required
- Address
- City
- State / Prov / Region
- Country
  Required
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- In Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write

- User Phone
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Business name
  Required
Action
Write

Proposal Opened
Triggers when a proposal is opened.
Trigger
Scheduled
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Scheduled
Try It
- Company
  Required
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
Action
Write
- First Name
  Required
- Last Name
  Required
- Business name
  Required
- User Phone
- Email
  Required
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
  Required
- Date Of Birth
Action
Write
- Campaign
  Required
- First Name
  Required
- Last Name
  Required
- Business name
  Required
- User Phone
- Email
  Required
- Address
- City
- State / Prov / Region
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
  Required
- Last Name
  Required
- User Phone
- Email
  Required
Action
Write

Learn how to automate Better Proposals on the Zapier blog

Learn how to automate LeadConnector on the Zapier blog

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Related categories

Proposal & Invoice Management

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Explore Better Proposals + LeadConnector Integrations

Explore Better Proposals + LeadConnector Integrations

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